Estate Planning--Key Topics for Future Planning

When
13 Mar 2018
11:30 AM - 1:00 PM
Location
Chophouse, 2640 Richmond Road, Lexington, KY

Registration

Member Bringing a First Time Membership Eligible Guest
Potential Member Registration – $50.00

Registration is closed

Lexington Chapter of Financial Service Professionals

Presents

"Estate Planning--Key Topics for Future Planning"

The 2018 Tax and Job Act will have an effect on estate planning strategies. The old tax avoidance plans need to be reviewed for their effectiveness and flexibility will have to be a major component in estate planning going forward.

How does all of this come together? Our presenters will answer this question for those who attend.

CE is Pending

Tuesday, March 13, 2018

11:30 a.m. - 1:00 p.m.

Chophouse

2640 Richmond Road

Lexington, KY

Lunch is included

Registration fee:

$20 Member pay on-line in advance

$25 Member pay at door

$50 Potential Member

FREE for Members that bring a First Time

Membership Eligible Guest. Guest is also FREE.

Not a current Member?

Click the link below to join!

http://myfsp.financialpro.org/signin?ReturnURL=~/JoinOptions

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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP. We are committed to maximizing this investment by offering various levels of participation.

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Lexington Chapter FSP Board of Directors:

Jeff Schriefer, CTFA--President

Taylor Stuckey, CPA, JD, MS--Vice President

Daniel King, CPA, CFP, PFS--Secretary/Treasurer

Melissa Gayheart, JD--Immediate Past President

Malinda A. Shepherd, MFS, CLU, ChFC

William Atkins, CPA

William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF

Genevie Osborn, MBA

Elden Cox, CIC

Randall Young, CFP

Kimberly Johnson, CLF

FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861

email: Melissa.HornFSP@gmail.com

Lexington Chapter of Society of Financial Service Professionals.